Manager, Banking Operations
Core
Managing deposit, debit card, and tax/regulatory operations for Wealth Management clients while ensuring risk control and compliance.
Role type
Manager, Banking Operations
Builds
Operational workflows for deposit accounts, debit cards, and tax reporting for Wealth Management clients
Domain
Banking / Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Banking operations management, tax withholding expertise, regulatory compliance (Reg II, Reg CC, Reg D, Regulation E), risk management, team leadership, process improvement, reconciliation, stakeholder engagement
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead daily operations across deposit, card, and regulatory workflows; oversee end-to-end execution including account maintenance and exception management; drive operational effectiveness through performance monitoring and continuous improvement; lead, coach, and develop a team within Banking Operations; oversee tax reporting and withholding for U.S. and non-U.S. accounts; serve as primary interface for internal audit and regulatory exams
Seniority
Manager, hands-on leadership
